-14.3%
TEAM vs IBB
+86.1%
-100.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.4% | -0.5% | -1.9% | -2.1% |
| 30D | -26.7% | +4.6% | -31.3% | -28.7% |
| 3M | -9.6% | +6.8% | -16.5% | -13.8% |
| 6M | +86.0% | +23.1% | +62.9% | +63.4% |
| YTD | -7.5% | +26.0% | -33.5% | -21.0% |
| 1Y | -1.4% | +30.4% | -31.7% | -18.3% |
| 3Y | -14.3% | +85.4% | -99.7% | -47.8% |
| All | -14.3% | +86.1% | -100.4% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling